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Admin Dashboard

Sharing Policies

Policies can be shared with delegates to use with the Penalty Box feature.

Share a filtering policy with one or more specific delegate accounts.

To share a policy with one or more delegate accounts:
  1. Click Dashboard Settings from the Main Menu, then click Delegate Dashboard from its sub-menu. The Delegate Accounts screen appears.

    Adding Delegate Accounts Screen
  2. Scroll down to the delegate email list at the bottom of the Delegate Dashboard page.

    Delegate Email List Section
  3. Click the Select a Policy Button button above the delegate email list and choose a policy from the drop-down list.

    Important

    Only regular policies can be shared with delegates.

  4. Use the search field to find the delegates you want to share the selected policy with, then select the checkbox to the left of each email address.

    Tip

    For help searching for delegate accounts, refer to the Searching and Removing Delegate Accounts section.

  5. Click the Share with Delegate Button button. The selected policy is shared with the chosen delegates.

    Note

    To remove a shared policy from a delegate, repeat the steps above and click the Remove from Delegate Button button in place of the Share with Delegate Button button.

Share a filtering policy with an organizational unit.

To share a policy with an organizational unit:
  1. Click Dashboard Settings from the Main Menu, then click Delegate Dashboard from its sub-menu. The Delegate Accounts screen appears.

    Adding Delegate Accounts Screen
  2. Scroll down to the delegate email list at the bottom of the Delegate Dashboard page.

    Delegate Email List Section
  3. Click the Select a Policy Button button above the delegate email list and choose a policy from the drop-down list.

    Important

    Only regular policies can be shared with delegates.

  4. Click the Share with OU Button button. A window for selecting an organizational unit opens. Multiple organizational units can be selected at a time.

    Warning

    Ensure you select only organizational units that contain delegates, not students.

    Share with OU Window
  5. Select the organizational units you want to share the selected policy with, then click the Share Policy button. The selected policy is shared with the selected organizational units.

    Note

    To remove a shared policy from an organizational unit, repeat the steps above and click the Remove from OU Button button in place of the Share with OU Button button.